Edward Jones - Financial Advisor: Sunil N Sanghvi, CFP®|AAMS®

Services Offered

• Retirement planning
• Education savings
• Investment management
• Tax planning

About

Sunil N Sanghvi is a Certified Financial Planner (CFP®) and financial advisor based in Bellevue, Washington. He provides personalized financial planning and investment guidance, focusing on retirement preparation, education savings, and tax-smart investing strategies. Sunil emphasizes the importance of face-to-face conversations to understand his clients' unique financial goals. His practice serves individuals and families looking to build long-term wealth and achieve financial security.

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